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  • Customer Service at Groveland Pizza Factory

    Groveland Pizza Factory

    Member service representative job in Groveland, CA

    Job Description Are you awesome? Do you like pizza? Want to make decent money with a fun crew while getting the job done? APPLY NOW! 18583 Main St, Groveland, CA 95321 Staff / Customer Service About the Job Pizza Factory in Groveland is looking for an energetic, friendly team member to join our crew! You'll take orders, prep food, interact with customers, and help us deliver great experiences to everyone who walks through our doors. If you've got a good attitude, work hard, and love pizza (and people), you'll fit right in! What You'll Be Doing Greet and serve guests, take orders, and handle phone-in orders Use our POS system to enter orders and process payments Prepare menu items: pizza, meats, veggies, sauces, dough, and more Follow portion guidelines and food safety standards Maintain a clean kitchen and service area Help with opening and closing duties Make sure guests are happy and jump in wherever needed to support the team Qualifications & Requirements No previous restaurant experience required-we'll train you! Basic math skills and ability to handle money and POS systems Good communication skills and a team-focused mindset Must follow safety and sanitation procedures Strong hygiene and professional appearance Physical Requirements Stand for 2-6 hours per shift Lift up to 50 lbs Frequent bending, kneeling, turning, lifting, and moving Work around common kitchen allergens (fruits, nuts, raw meats, shellfish, etc.) Why Work With Us? Fun, team-oriented work environment Supportive coworkers and local vibes On-the-job training and growth opportunities Employee discounts on pizza and more Flexible scheduling and a fast-paced workplace where no two days are the same Ready to roll dough and make some dough? Apply now and join the Groveland Pizza Factory crew! By applying to this job, you agree to receive periodic text messages from this employer and Homebase about your pending job application. Opt out anytime. Msg & data rates may apply. Powered by Homebase. Free employee scheduling, time clock and hiring tools.
    $61k-130k yearly est. 19d ago
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  • Native American Services Specialist

    Mact Health Board Inc. 4.1company rating

    Member service representative job in Sonora, CA

    Since 1969, MACT Health Board's mission has been to improve the health status of the American Indian and Alaskan Native population. Our goal is to continue to provide high quality care to our patients throughout a variety of services, including Medical, Behavioral Health, Chiropractic, Dental, Optometry, Massage Therapy, Women's Health, and more. Why MACT Health Care Inc? Are you searching for a career that offers more than just a paycheck? A career where your professional skills directly empower the health and well-being of our local communities? At MACT Health Board, that's not just an idea-it's our daily mission and we invite you to explore our Career Opportunities. You won't be just another employee; you'll be a valued member of a team committed to making a difference and we know that taking care of our community starts with taking care of our own. We reward our employees with competitive compensation, benefit options and provide training and advancement opportunities to provide you with the skills to succeed in your future! Our careers offer a unique balance of philanthropic opportunities, cultural preservation and individual value! When you join MACT, you'll enjoy: Medical, Dental, Vision, and life insurance benefits at no-cost to the employee 403(b) retirement plan, PTO including vacation, sick time, paid holidays and more Balanced working hours; Monday-Friday 8-5pm. Student Loan Repayment Program Direct Student Loan Contributions: Our BenefitED program allows us to make direct quarterly contributions to your student loans to help you pay them off faster Continuing Education credits: We empower our providers to stay at the top of their field. We offer reimbursement for continuing education and licensure fees. Competitive Salary of $25.56-$28.88 hourly Who you are: We are seeking a passionate Native American Services Specialist for a Full Time role working in a clinical setting. As a member of the Native American Services team, the NAS Specialist serves as a trusted liaison between our Tribal communities, Native American patients and MACT's health services. The NAS Specialist will: Work as part of an interdisciplinary team of professionals, engaging and providing case management services to Native Americans who qualify for Direct Care or Purchased & Referred Care (PRC) benefits Verify eligibility of Native American patients for Direct Care or Purchased & Referred Care benefits Advise eligible patients and staff about PRC benefits Coordinate and schedule patient visits between MACT's Medical, Dental, Behavioral Health, and Optometry services as well as external specialty services Follow each PRC Patients' treatment plan from scheduling visits and making reminder calls to contacting specialty offices and retrieving consult/referral reports Document patient communications and outreach efforts as well as other communications and efforts related to PRC patients' care in the electronic health record system Work with external partners, e.g. social services, ICWA advocates, adoption agencies, etc. to ensure appropriate documentation is received and timely access to care is provided What you need: High School Diploma/GED Certificate Knowledge of medical/dental terminology Experience with Advance Beneficiary notices and Medicare Medical Necessity Must be a qualified American Indian Current BLS/ALS certificate Must pass Occupational Health Screening. Must possess a valid form of identification as listed on the U.S. Department of Justice I-9 form, verified using the E Verify system. Clean DMV driving record and MACT auto insurance driving eligibility (determined by auto insurance carrier). The position requires an awareness and keen appreciation of American Indian traditions, customs, and socioeconomic needs and the ability at all times to meet and deal effectively in contacts with Indian health organizations which requires tact, courtesy, discretion, resourcefulness and good judgment in handling functions of a sensitive nature. AMERICAN INDIAN PREFERENCE: Preference in filling of a vacancy will be given to qualified American Indian applicants in accordance with the Preference Act (Title 25, U.S. Code, Sections 472 & 473) and Public Law 93-638, provided the applicant has submitted appropriate verification of Indian preference for employment. Other than the aforementioned requirement, the MACT Health Board, Inc. is an Equal Opportunity Employer. NOTICE OF DRUG-FREE WORKPLACE ACT REQUIREMENT: MACT Health Board, Inc. is required to implement the Drug-Free Workplace Act of 1988, 45 CFR Part 79, Subpart F. As such it is unlawful for employees to manufacture, distribute, dispense, possess, or use a controlled substance on the job site. Employees who are reasonably suspected of violating this act may be subject to drug testing as a condition of employment. Employer required fitness examinations shall include drug testing as evidence of employee and employer compliance with the Drug-Free Workplace Act.
    $25.6-28.9 hourly Auto-Apply 60d+ ago
  • Member Experience Associate - Bilingual Spanish

    Aaa Ncnu

    Member service representative job in Sonora, CA

    Why Work For Us? Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period Benefits - Medical, Dental, Vision, wellness program and more! Paid Holidays Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. Collaborative Environment - AAA will value your contribution to providing exceptional service to our members Free AAA Classic Membership AAA Product Discounts Tuition Reimbursement Program Additional Details: Competitive hourly base + commissions . SUMMARY The Member Experience Associate is primarily responsible for delivering outstanding service and value to our Members through genuine care, personal service, and meeting needs and expectations across multiple branch locations. In addition to delivering service, the Member Experience Associate are directly accountable for achieving individual sales targets. While their contributions support the overall branch success, they are measured as individual contributors. This position rotates between branches depending on business needs. Member Experience Associates must have strong customer service orientation, adaptability, and active listening skills to identify unmet Member needs in varied environments. They must quickly learn and adjust to multiple product lines, services, and systems in order to provide seamless service wherever assigned. *This is an on-site role, working full time at our Sonora Branch.* ESSENTIAL FUNCTIONS Performs fundamental customer interactions including Member Services and product sales; must be knowledgeable and proficient with AAA products and services and adhere to branch operations in accordance with standard operating procedures and compliance including, but not limited to: Member Experience Member Services Concierge DMV/MVD Auto Travel Unlicensed Insurance Services Smart Home Security Responsibilities may include all seven fundamental skills as well as growth skills, dependent on branch need. Performs fundamental customer interactions including Member Services and product sales, with accountability for meeting individual sales goals. Must be knowledgeable and proficient with AAA products and services, and consistently apply consultative sales techniques to uncover needs, present solutions, and close opportunities. Promotes AAA products and services to Members to achieve individual and branch goals, reinforcing the value of Membership regardless of location. Understands and anticipates Member needs, identifies and recommends relevant solutions, and demonstrates flexibility in adapting solutions to each branch environment. KNOWLEDGE AND SKILLS Customer Service: Professional and friendly attitude, problem-solving resolution, ability to quickly adapt to different branch teams and Member bases; Agility in modifying communication style to provide high communication effectiveness; Increases value of Membership with each interaction. Sales: Demonstrates strong sales skills with a proven ability to meet or exceed goals in prior roles. Active listener, adaptable thinker, and strong communicator who can uncover needs, present solutions, and close sales while maintaining consistency across locations. Uses strong product knowledge and sales skills to identify customer-specific needs, generate new sales, and retain existing business. Strives to become cross-functional across all seven fundamental skills and growth skills, building the ability to flex between service and sales responsibilities as branch needs require. Technical: Proficient with multiple computer systems and applications; ability to quickly adapt to varying system configurations or processes across branches. Strong knowledge of all AAA products, services, operations while demonstrating fiduciary accountability. Operational Excellence: Ensures process implementation and compliance with standard operating procedures in all assigned branches, ensures efficiencies on end to end flow to meet objectives; engage in daily activities to meet the larger purpose and goals. EDUCATION & EXPERIENCE / LICENSES & CERTIFICATION Minimum Qualifications High School Diploma/GED 2-4 years of work experience, with at least 1 year in a sales role. Sales experience is required. Backgrounds in insurance, retail, hospitality, service industries, or call centers are highly valued, to include work in sales, hospitality, insurance, retail, service industries or call centers. Drive for Results: Focuses on desired end results; takes steps necessary to meet deliverables in on time; Continues to move forward toward goal achievement Communicate Effectively: Clearly conveys information and ideas to individuals or groups in a manner that engages the audience and helps them understand and retain the message. Teamwork: Develop quality relationships with peers, leaders and internal partners. Must demonstrate adaptability, willingness to travel, and flexibility to cover shifts at multiple locations. Current & valid Driver's License required; bonding/fingerprinting and P&C licensing may be required depending on branch needs. Preferred Qualifications Demonstrated success working with defined sales standards and goals, consistently meeting or exceeding targets. Customer Service experience. Bilingual Spanish. WORKING ENVIRONMENT / MINIMUM PHYSICAL REQUIREMENTS Works in a variety of branch office environments where standing, walking, or sitting at a desk, table, or computer workstation for extended periods of time may be required. Must be flexible with work shifts and able to travel between locations regularly, including Saturdays. Must be available to work in different branch locations, and work on Saturdays. This is primarily an office job. Physical requirements include standing, sitting, bending and lifting (up to 15 pounds). Approximately 98% of time is spent using a video display terminal. Works in a variety of office environments where standing, walking or sitting at a desk, table or computer workstation for extended periods of time may be required. Approximately 50-80 percent of time spent on the job involves a personal computer. Works in an office environment where standing and walking or sitting at a desk, table or computer workstation for extended periods of time. Must be available to work in different branch locations, and work on Saturday's. May travel by car, plane or other form of transportation to attend business meetings. - Starting rates vary by region. Ranges start from $23.00 up to $26.95 hourly. This role is subject to an incentive plan that includes commissions. We expect most employees to earn between $270 - $3,500 in incentives annually, contingent on performance.
    $43k-102k yearly est. Auto-Apply 19d ago
  • Member Service Representative I - Part-Time

    Central State Credit Union 3.0company rating

    Member service representative job in Stockton, CA

    Job DescriptionDescription: Member Service Representative I ** Department: Operations Reports to: Branch Manager FLSA Classification: Non-exempt Compensation: $21.00 - $26.20 per hour ** This is a floating position, must be willing to travel to all branch locations (Stockton - 2, Lodi and San Andreas) when needed and provide own transportation. Part-time hours for this position are 16 hours per week with potential for additional hours. Job Summary: Member Service Representative I provides a broad range of services to the credit union membership conducting financial and other services in the branch while providing excellent customer service to all members. Supervisory Responsibilities: None Duties/Responsibilities: Receiving and disbursing cash and checks, posting deposits and loan payments. Cross sell products and services; accept loan requests and refer to the appropriate personnel for additional information as needed. Assist members with home banking, electronic statements and stop payments. May be required to assist and perform basic research on member disputes, questions, and/or concerns by telephone, written correspondence, or in-person. Responsible for adhering to all established policies and procedures including but not limited to Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Office of Foreign Assets Control (OFAC), Customer Identification Program (CIP), Member Due Diligence (MDD), HIPAA, ADA and other federal/state compliance regulations. Gather information and report Elder Abuse and SAR (Suspicious Activity Reports) to proper departments and authorities. Responsible for maintaining current knowledge of company policies, products, and services. Performs other duties as assigned. Requirements: Required Skills/Abilities: Excellent communication and interpersonal skills are required. Strong attention to detail and excellent organizational skills. Ability to work with minimal or no supervision. Time management ability. Strong math, communication, and keyboarding skills. Ability to cross-sell credit union products/services. Ability to prioritize and manage multifunctional tasks. Ability to handle cash. Education and Experience: High School diploma or equivalent. Minimum three to six months prior teller experience or equivalent is preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. May require standing and walking 25% of the time, lifting up to a maximum of 50 pounds, and other physical actions that include stooping, kneeling, crouching, crawling, reaching, pulling and pushing. May be required to work in an environment with high noise levels and unpredictable temperature and ventilation. The above information on this position has been designed to indicate the general nature and level of work to be performed by employees designated for this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, qualifications, or physical requirements. Central State Credit Union is an equal opportunity employer.
    $21-26.2 hourly 19d ago
  • Part-Time Member Experiene Rep I (San Joaquin County)

    Valley Strong Credit Union

    Member service representative job in Lodi, CA

    Job Description OUR CORE VALUES Valley Strong Credit Union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. POSITION SUMMARY Provides exceptional Member experience throughout our communities. The ideal candidate provides detailed information and promotes credit union products and services to build relationships. Processes monetary transactions within assigned limits, maintains accurate records and balances each day's transactions in accordance with established policies and procedures. Proactively engages with Members to identify products and services designed to assist them in achieving their financial goals. Answers questions and directs Members to appropriate department for specialized services. Team Members are empowered to make the Member experience effortless and seamless. Creates an environment of trust by “doing what's right.” ESSENTIAL DUTIES Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer. Provides services to Member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance. Knowledgeable in all tools, products, and services to provide answers and assistance to Members' questions or concerns. Utilizes basic sales techniques to deepen existing Member relationships, often while processing transactions. Maintains responsibility for all cash controls and follows proper balancing procedures. Identifies Members' needs, cross-sells and refers Members to appropriate business partners. Recommends alternative channels such as online, mobile, and digital solutions. Identifies and reports fraudulent activity to prevent potential loss to credit union. Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc. Checks acceptance approval within assigned limits. Ensures confidentiality of all Member and credit union information. Efficiently and accurately processes all Member transactions on multiple systems. Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance. Understands the role in sales growth and meets branch-assigned and individual goals. Performs other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); related experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. REASONING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER SKILLS AND ABILITIES Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.
    $33k-45k yearly est. 14d ago
  • Customer Service Representative

    Amerivet 3.6company rating

    Member service representative job in Modesto, CA

    We are looking for a personable and skilled Client Service Representative (CSR) to join our team! As the primary point of contact at our clinic, you will play a crucial role in ensuring every client interaction-whether over the phone or in person-results in a positive and memorable impression. Your ability to create a welcoming environment and deliver exceptional service will be key to our success. Hiring at $17-$22/hour depending on experience Full time: 8 hours shifts Monday-Friday 8-5pm. No weekends Required Location: 1706 Yosemite Blvd, Modesto Ca 95354 CSR Responsibilities: Understands, communicates, and properly prioritizes scheduled appointments, client education, and lobby triage by vaccine, wellness, parasite, and retail needs to ensure an efficient and productive schedule and daily workflow. Operates multiple-line telephone system. Answers incoming calls, places, callers on hold, transfers calls, and pages staff members appropriately. Takes and routes messages for veterinarians and staff members. Empathizes with clients and remains compassionate and well-mannered if a client becomes emotional or discourteous. Remains calm and collected in the face of emergency situations. Ultimately, it is the CSR who creates a good first and last impression on our clients. Accepts payments, makes change, processes credit payments, and other forms of payment while maintaining an accurate cash drawer. Maintains accurate and updated client information and pet records, including obtaining pet medical records from other clinics and providing administrative support (scanning documents, updating records, faxing, emailing, etc.) to keep accurate and reliable client information. Complete all tasks as assigned by the supervisor(s). Qualifications & Requirements: Professional and friendly phone etiquette Available to work weekends and holiday rotations, as needed Ability to properly prioritize and complete tasks simultaneously Ability to problem solve and adapt to multiple situations HS Diploma or educational equivalent Excellent customer service skills Computer efficiency Very detail-oriented Preferred: Experience with Veterinary Electronic Medical Records (Avimark, Cornerstone, etc.) Preferred: One year of customer service representative experience Preferred: Knowledge of veterinary medical terminology and procedures At AmeriVet, we're committed to your growth, development, well-being, and success. We empower team members with the resources, support, and opportunities needed to thrive in their careers and make a lasting impact in our communities. Here's what you can expect when you join our team: Tailored development programs, mentorship, and career pathing to help you achieve your unique goals. Competitive pay, performance bonuses, 401(k) matching, and student loan assistance to foster your financial well-being. Health, dental, vision, life insurance, and mental health resources to support your overall well-being. Generous paid time off and holidays, because your personal time matters. A supportive, collaborative environment where everyone feels a sense of belonging. Please note: Any Benefits listed above apply to full-time employees. At AmeriVet, your unique skills and passion are celebrated, and every team member has the tools to thrive. Our people-focused approach is centered on helping you grow in your career while making a meaningful impact on the communities we serve.
    $17-22 hourly Auto-Apply 47d ago
  • Member Experience Associate - Bilingual Spanish

    AAA Northern California, Nevada and Utah Insurance Exchange 4.1company rating

    Member service representative job in Sonora, CA

    Why Work For Us? * Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position * 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period * Benefits - Medical, Dental, Vision, wellness program and more! * Paid Holidays * Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. * Collaborative Environment - AAA will value your contribution to providing exceptional service to our members * Free AAA Classic Membership * AAA Product Discounts * Tuition Reimbursement Program Additional Details: Competitive hourly base + commissions . SUMMARY The Member Experience Associate is primarily responsible for delivering outstanding service and value to our Members through genuine care, personal service, and meeting needs and expectations across multiple branch locations. In addition to delivering service, the Member Experience Associate are directly accountable for achieving individual sales targets. While their contributions support the overall branch success, they are measured as individual contributors. This position rotates between branches depending on business needs. Member Experience Associates must have strong customer service orientation, adaptability, and active listening skills to identify unmet Member needs in varied environments. They must quickly learn and adjust to multiple product lines, services, and systems in order to provide seamless service wherever assigned. * This is an on-site role, working full time at our Sonora Branch.* ESSENTIAL FUNCTIONS * Performs fundamental customer interactions including Member Services and product sales; must be knowledgeable and proficient with AAA products and services and adhere to branch operations in accordance with standard operating procedures and compliance including, but not limited to: * Member Experience * Member Services * Concierge * DMV/MVD * Auto Travel * Unlicensed Insurance Services * Smart Home Security * Responsibilities may include all seven fundamental skills as well as growth skills, dependent on branch need. * Performs fundamental customer interactions including Member Services and product sales, with accountability for meeting individual sales goals. Must be knowledgeable and proficient with AAA products and services, and consistently apply consultative sales techniques to uncover needs, present solutions, and close opportunities. * Promotes AAA products and services to Members to achieve individual and branch goals, reinforcing the value of Membership regardless of location. * Understands and anticipates Member needs, identifies and recommends relevant solutions, and demonstrates flexibility in adapting solutions to each branch environment. KNOWLEDGE AND SKILLS * Customer Service: Professional and friendly attitude, problem-solving resolution, ability to quickly adapt to different branch teams and Member bases; Agility in modifying communication style to provide high communication effectiveness; Increases value of Membership with each interaction. * Sales: Demonstrates strong sales skills with a proven ability to meet or exceed goals in prior roles. Active listener, adaptable thinker, and strong communicator who can uncover needs, present solutions, and close sales while maintaining consistency across locations. * Uses strong product knowledge and sales skills to identify customer-specific needs, generate new sales, and retain existing business. * Strives to become cross-functional across all seven fundamental skills and growth skills, building the ability to flex between service and sales responsibilities as branch needs require. * Technical: Proficient with multiple computer systems and applications; ability to quickly adapt to varying system configurations or processes across branches. Strong knowledge of all AAA products, services, operations while demonstrating fiduciary accountability. * Operational Excellence: Ensures process implementation and compliance with standard operating procedures in all assigned branches, ensures efficiencies on end to end flow to meet objectives; engage in daily activities to meet the larger purpose and goals. EDUCATION & EXPERIENCE / LICENSES & CERTIFICATION * Minimum Qualifications * High School Diploma/GED * 2-4 years of work experience, with at least 1 year in a sales role. Sales experience is required. * Backgrounds in insurance, retail, hospitality, service industries, or call centers are highly valued, to include work in sales, hospitality, insurance, retail, service industries or call centers. * Drive for Results: Focuses on desired end results; takes steps necessary to meet deliverables in on time; Continues to move forward toward goal achievement * Communicate Effectively: Clearly conveys information and ideas to individuals or groups in a manner that engages the audience and helps them understand and retain the message. * Teamwork: Develop quality relationships with peers, leaders and internal partners. * Must demonstrate adaptability, willingness to travel, and flexibility to cover shifts at multiple locations. * Current & valid Driver's License required; bonding/fingerprinting and P&C licensing may be required depending on branch needs. * Preferred Qualifications * Demonstrated success working with defined sales standards and goals, consistently meeting or exceeding targets. * Customer Service experience. * Bilingual Spanish. WORKING ENVIRONMENT / MINIMUM PHYSICAL REQUIREMENTS * Works in a variety of branch office environments where standing, walking, or sitting at a desk, table, or computer workstation for extended periods of time may be required. * Must be flexible with work shifts and able to travel between locations regularly, including Saturdays. * Must be available to work in different branch locations, and work on Saturdays. * This is primarily an office job. Physical requirements include standing, sitting, bending and lifting (up to 15 pounds). * Approximately 98% of time is spent using a video display terminal. Works in a variety of office environments where standing, walking or sitting at a desk, table or computer workstation for extended periods of time may be required. * Approximately 50-80 percent of time spent on the job involves a personal computer. * Works in an office environment where standing and walking or sitting at a desk, table or computer workstation for extended periods of time. Must be available to work in different branch locations, and work on Saturday's. May travel by car, plane or other form of transportation to attend business meetings. * Starting rates vary by region. Ranges start from $23.00 up to $26.95 hourly. This role is subject to an incentive plan that includes commissions. We expect most employees to earn between $270 - $3,500 in incentives annually, contingent on performance.
    $43k-87k yearly est. Auto-Apply 17d ago
  • Member Experience Specialist

    Valley First Credit Union 3.8company rating

    Member service representative job in Modesto, CA

    The Member Experience Specialist effectively assesses individual member inquiries and provides solutions to meet member needs and credit union objectives. Provides member education and identify cross selling opportunities with an emphasis on strengthening member relationships. Open various new accounts, process necessary information and educate themembers as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.) Use every member contact as an opportunity to advise member about additional services or programs they will benefit from. Assist with wide variety of member services including open/close Shared Certificates, assist members with checkbooks, process credit card/loan applications, solve fraud issues, close accounts, etc. Assist members with opening CD's and educate customers as to penalties, earnings, etc. Explain and expedite the opening, closing, transfer, and rollover of IRA certificates. Set up auto transfers and sign-up members for ACH transfers and wires. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Other duties as assigned. Experience, Education & Skills 2- 4 years of customer service experience 1 year + of similar or related experience, including time spent in financial or sales and service positions. Knowledge and proven ability in troubleshooting issues that may arise with digital technologies including websites High school diploma or GED is required. Ability to analyze and make sound decisions Employee must be professional, dependable, and flexible Maintain enthusiasm towards job functions and duties Maintain thorough knowledge of all Credit Union products and services Ability to evaluate each member's financial situation and cross-sell beneficial products and services Support service and sales objectives; meet monthly, quarterly and annual goals as set forth by management Maintain knowledge of rules and regulations that govern credit unions including but not limited to, BSA, OFAC and Reg. CC. Pay Range and Schedule: This position is a Tier 6, with a pay rate ranging from $22.00- $28.00 per hour The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations Full Time, typically 36-40 hours per week Schedule will be based around branch's hours of operation, which are as follows: Monday to Thursday- 9am to 5:30pm Friday- 9am to 6pm Saturday- 9am to 1pm (rotating shift) Flexibility to occasionally work early or late hours, typically with advance notice
    $22-28 hourly 14d ago
  • Operational Branch Services Officer

    Westamerica Ban 3.6company rating

    Member service representative job in Turlock, CA

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Essential Functions: Customer Service Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, it's your time, 24hrs or bust, Statement of fact, everybody makes a difference) Adhere to QIS standards minimum 95%. Actively contributes to team success through clear, effective communication with Co-workers. Make outbound service or sales calls via telephone and written correspondence as directed by CSM. Sales Support Meets goal of $110/FTE per month on average. Assist CSM with internal sales activity for new product and service referrals. Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. Cross sell appropriate products and services to clients and prospects. Contributes to Key Initiatives. Decision Making and Accountability Exercise sound judgment to protect Bank assets and control losses. Assist CSM with Audit readiness of branch. Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. Coach / train staff. Meet attendance guidelines. Respond well to constructive feedback and work to correct any noted concerns. Support CSM with teller line coverage and schedules. Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security Adhere to Control Consciousness policies and procedures. Follow branch security procedures in opening, closing, and branch operations. Transaction Accuracy Meet established standards for accuracy and compliance with policies and procedures. Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Promotional Guidelines: BSO's are eligible for promotion based upon the following minimum criteria: Must be in current position for six months. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria. Must not have been on counseling for same six-month period. Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category. CSM may require additional training/classes based upon specific branch need. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. Equipment Used To Perform Functions: 10-key machine, Microsoft based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. Decision Making: (Give examples of decisions and recommendations made by incumbent) Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. Supervisory Responsibility: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- Financial Impact: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Accurately count and dispense funds to customer. Recognize opportunities to cross-sell products. Respond positively to challenging customers. Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $19.21
    $41k-56k yearly est. 60d+ ago
  • New Accounts Representative- Manteca, CA

    Oak Valley Community Bank 4.2company rating

    Member service representative job in Manteca, CA

    Position Title: New Accounts Representative Department: Retail Banking Group Reports To: Customer Service Manager FLSA Status: Non-Exempt Location: Manteca, CA Pay Scale Disclosure Salary Range: $19.71 - $26.44 per hour (good-faith estimate upon hire) Additional Compensation: Employees may be considered for annual performance-based salary increases; eligibility and amount are determined by individual performance and business needs. Total Compensation Includes base salary, quarterly incentives, and comprehensive benefits: Health, dental, and vision insurance 401(k) with employer match Paid vacation, sick leave, and holidays Life and disability coverage [Other benefits, e.g., tuition reimbursement, wellness programs] Compliance Statement This position complies with the California Equal Pay Act and SB 642 requirements. Compensation decisions are based on experience, skills, and business needs, without regard to sex, gender identity, gender expression, race, or any other protected characteristic. Join Our Team as New Accounts Representative! Are you ready to embark on a rewarding journey in banking? As a New Accounts Representative, you'll play a pivotal role in our branch, ensuring seamless account management and exceptional customer service. Position Highlights: Account Expertise: You'll handle the opening, maintenance, and closure of various account types. From savings and checking accounts to Individual Retirement Accounts (IRAs) and Certificates of Deposit (CDs), you'll be the go-to person for our customers. Customer Relations: Building strong relationships is your forte. You'll engage with customers, explain financial services, and guide them through the account setup process. Sales Enthusiast: Cross-selling our bank's products and services will be second nature to you. Plus, you'll manage safe deposit boxes, ensuring our clients' valuables are secure. Detail-Oriented: Accuracy matters. You'll meticulously record account information, address customer inquiries, and rectify any errors. Compliance Champion: Navigating regulatory requirements is part of your skill set. You'll obtain necessary clearances and adhere to established procedures. Essential Duties: Disclosure Distribution: Before opening an account, you'll provide customers with all necessary disclosures. Customer Interviews: You'll interview customers, explaining available financial services and tailoring solutions to their needs. Efficient Follow-Up: By tracking personal information, you'll build lasting relationships and follow up promptly. Accurate Data Entry: Account details obtained from customers will be accurately entered into our systems. Referrals and Clearances: When customers seek additional services, you'll refer them to the right staff and obtain necessary clearances. Check Orders and Safe Deposit Vaults: Managing check orders and admitting customers to safe deposit vaults will be part of your routine. Uncollected Funds: You'll place new account uncollected funds on hold and notify customers. Teller Transactions: Fulfilling Customer Service Representative duties, including processing teller transactions, will be part of your role. Cash Handling: Verifying signatures and ensuring authentication measures are met when cashing checks or disbursing funds. Equal Employment Opportunity (EEO) Policy: We value diversity and inclusivity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Join our team and make a difference!
    $19.7-26.4 hourly Auto-Apply 11d ago
  • Virtual Customer Service Professional( work frrom home)

    Re-Krut Services

    Member service representative job in Westley, CA

    Virtual Customer Service Professional (virtual) - . The hourly pay rate is $9.00 - $14.00 per hour depending on experience and the company that you are assigned to. Must work minimum 25 hours per week, full time hours available. Skill Set Overview: • Excellent listening skills, strong English communication skills (verbal and written) • Answer general customer inquiries. • Resolve concerns or complaints related to your client. • Communicate client policies. • No Cold Calling, No Telemarketing, inbound calls only. Qualifications Must be 18+ to apply • High school diploma or equivalency • Secondary education and/or some college is preferred • Able to perform basic math skills • You'll make your own schedules • Must be able to pass a background check • Minimum 3+ months of customer service , retail, or sales experience preferred • Ability to multitask and prioritize in a fast-paced environment. • A background check is required. (client may ask for drug test) • Comfortable with basic Computer skills including email and documents. • Would like to work PT or FT as a 1099 contractor from home. • A Quiet home office place to work. No ambient sounds such as pets or children while working. • Able to be in training consecutively up to a maximum of 4 hours in the evening or morning for up to a total of 10 weeks. Technical Requirements: • Computer (PC, or Mac) • Windows Vista is not accepted at this time • Computer USB Headset, Microphone or PC speakers • High speed Internet access provided by a cable or DSL provider • Satellite broadband does not meet our requirements • Use of wireless and Wi-Fi "air cards" is prohibited • A dedicated, hard wired phone with no features. • A noise canceling phone headset. • A computer with the basic following specs: o Minimum Hardware: 2 Gigabytes (GB) - 80 GB IDE - Single Core 1.4 GHz - 48 x CD ROM Drive - 32 Bit Sound Card -speakers Minimum OS: Windows XP Service Pack 3, Windows 7 32 bit and 64 bit, and MAC OS 10
    $9-14 hourly 60d+ ago
  • Support Services Representative - Vituity Revenue Cycle Management - Modesto (1601 Cummins Dr.)

    Vituity

    Member service representative job in Modesto, CA

    Modesto, CA - Seeking Support Services Representative Everybody Has A Role To Play In Transforming Healthcare As the Support Services Representative, you play a vital role in our mission to improve lives. Organize, distribute, and process daily incoming mail. At Vituity everybody plays a part, and we know the impact you can have. Join the Vituity Team. At Vituity we've cultivated an environment where passion thrives, and success comes through shared purpose. We were founded in a culture that values team accomplishments more than individual achievements, an approach we call "culture of brilliance." Together, we leverage our strengths and experiences to make a positive impact in our local communities. We foster this through shared goals and helping our colleagues succeed, and we also understand the importance of recognition, taking the time to show appreciation and gratitude for a job well done. Vituity Locations: Vituity has opportunities at 475 sites across the country, serving 9 million patients a year. With Vituity, if you ever need to move, you can take your job with you. The Opportunity * Sort and prepare incoming paper-based mail. * Scan incoming paper checks into application(s) for bank processing. * Review, assemble, and prepare documents to ensure successful and accurate scanning. * Review and verify prepped documents for accuracy prior to scanning. * Monitor electronic mail queue in document repository application, review correspondence and route documents to applicable folder. * Monitor printer(s) for outgoing claims; sort, attach back up document(s) and prepare for mailing. * Retrieve billing documents through internal systems or external websites and distribute appropriately. Required Experience and Competencies: * High school diploma or GED is required. * One year of work experience is required. * Experience with Microsoft Word and Excel is preferred. * Ability to work in a fast-paced environment. * Flexible and adaptable to an ever-changing environment. * Able to speak clearly and concisely. * Ability to use a 10-key calculator. * Experience with Microsoft Outlook. * Ability to read, comprehend, and act on simple instructions, short correspondence, and memos. * Able to work overtime during peak periods. The Community * Modesto, California, is a vibrant city in the heart of the Central Valley that blends agricultural roots with a thriving cultural and recreational scene. * Known as the birthplace of filmmaker George Lucas, Modesto pays homage to its connection to "American Graffiti" with the annual Graffiti Summer celebration, a nostalgic nod to classic cars and the 1950s. * The Gallo Center for the Arts showcases performances that enrich the community's cultural landscape. * Outdoor enthusiasts enjoy Woodward Reservoir for water sports and nearby Yosemite National Park for hiking and breathtaking scenery. * Modesto's Mediterranean climate provides warm summers and mild winters, perfect for year-round activities. * Its central location offers easy access to San Francisco and Sacramento, making it ideal for professionals. Benefits & Beyond* Vituity cares about the whole you. With our comprehensive compensation and benefits package, we are mindful of what matters most, and support your needs of today and your plans for the future. * Superior health plan options * Dental, Vision, HSA/FSA, Life and AD&D coverage, and more * Top Tier 401(k) retirement savings plans that offers a $1.20 match for every dollar up to 6% * Outstanding Paid Time Off: 3-4 weeks' vacation, Paid holidays, Sabbatical * Student Loan Refinancing Discounts * Professional and Career Development Program * EAP, travel assistance, and identify theft included * Wellness program * Commuter Benefits Program * Purpose-driven culture focused on improving the lives of our patients, communities, and employees We are excited to share the base salary range for this position is $16.50, exclusive of fringe benefits or potential bonuses. This position is also eligible to participate in our annual corporate Success Sharing bonus program, which is based on the company's annual performance. If you are hired at Vituity, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. We believe in the importance of pay equity and consider internal equity of our current team members as a part of any final offer. Please speak with a recruiter for more details. We are unified around the common purpose of transforming healthcare to improve lives and we believe everyone has a role to play in that. When we work together across sites and specialties as an integrated healthcare team, we exceed the expectations of our patients and the hospitals and clinics we work in. If you are looking to make a difference, from clinical to corporate, Vituity is the place to do it. Come grow with us. Vituity does not discriminate against any person on the basis of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information (including family medical history), veteran status, marital status, pregnancy or related condition, or any other basis protected by law. Vituity is committed to complying with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity. * Benefits for part-time and per diem vary. Please speak to a recruiter for more information. Applicants only. No agencies please.
    $16.5 hourly 27d ago
  • Planet Fitness - Member Services Representative - Part Time - Country Club

    Taymax

    Member service representative job in Country Club, CA

    Sacramento (Country Club), CA2400 Watt Ave, Sacramento, CA 95825-0623, United States of America Pay : $16.50 - $17.00 It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. We are looking for a Member Services Representative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities • Greet members, prospective members and guests, providing exceptional customer service. • Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. Take prospective members on tours. Sign up new members calculating rates and monthly payment amounts. Assist the Club Manager in counting out the drawer as needed. • Facilitate needed updates to member's accounts. • Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Club Manager as needed. • Assist in maintaining the neatness and cleanliness of the club. Completing daily assigned within first hour of your shift. Helping complete priority cleaning list each day. Completing walk-around and bathroom checks periodically. Helping complete any special cleaning projects as needed. • Other duties and responsibilities based on club needs. Qualifications • Must be 18 years of age or older. • High School diploma/GED equivalent required. • Customer service background preferred. • Basic computer proficiency. • Punctuality and reliability are a must. • Ability to work independently as well as part of a team. • A positive, upbeat attitude and a passion for fitness and health! • Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. • Strong listener with the ability to empathize and problem solve. • Demonstrate diplomacy in all interactions while using appropriate behavior and language. Physical Demands • Continual standing and walking during shift. • Continual talking in person or on the phone during shift. • Must be able to occasionally lift up to 50 lbs. • Will occasionally encounter toxic chemicals during shift. About Us Taymax Group, LP is a multi-unit franchisee of Planet Fitness, which is one of the largest and fastest-growing franchisors and operators of fitness clubs in North America. Taymax owns and operates over 175 clubs in California, Texas, Pennsylvania, Tennessee, Alabama, Florida, Georgia, and Ontario and the Atlantic Provinces in Canada, and has plans to double its club count over the next 5 years. Taymax is one of the largest and fastest-growing franchisees in the Planet Fitness system, consistently experiencing double digit growth per year. Taymax is backed by Trilantic North America, a New York-based private equity firm managing $9.9 billion of aggregate capital commitments. Taymax has been the recipient of several prestigious awards from the franchisor including Developer of the Year in 2016, 2018, and 2019 and Franchisee of the Year in 2018. Taymax's corporate office is located in Salem, New Hampshire. With more than 2,000 locations, Planet Fitness (NYSE: PLNT) is one of the largest and most popular fitness chains in the world. Planet Fitness possesses a highly recognized brand in the high-value, low-price segment of the market. Its core mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which it calls the Judgement Free Zone . More than 90% of Planet Fitness stores are owned and operated by independent franchisees, like Taymax. NOTE: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest in a position with Taymax Group. Taymax Group is an equal opportunity employer in the terms and conditions of employment. We believe in providing an inclusive and diverse workplace environment and welcome talent from all backgrounds and perspectives. Our success is directly related to our people and as a company, we strive to foster an inclusive and diverse environment where we all work toward our common goal; to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which we call the Judgement Free Zone. This commitment applies to all candidates and employees regardless of race, color, ethnicity, citizenship, place of origin, creed, religion, age, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability and any other protected characteristic. Taymax Group welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you are a person with a disability and require accommodation in order to successfully submit an application, please contact Human Resources at ****************** to make an accommodation request. Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Taymax Group never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process.
    $16.5-17 hourly Auto-Apply 29d ago
  • Veterans Service Representative I

    San Joaquin County, Ca 3.8company rating

    Member service representative job in Stockton, CA

    Introduction This examination is being given to fill 1 vacancy in the Veteran's Service Office department and to establish an eligible list to fill future vacancies. Resumes will not be accepted in lieu of an application. A completed application must be postmarked or received online by the final filing deadline. Pre-Employment Drug Screening and Background: Potential new hires into this classification are required to successfully pass a pre-employment drug screen and a background investigation as a condition of employment. Final appointment cannot be made unless the eligible has passed the drug screen and successfully completed the background process. The County pays for the initial drug screen. Veterans Service Rep I by Employment Services Team NOTE: All correspondences relating to this recruitment will be delivered via e-mail. The e-mail account used will be the one provided on your employment application during time of submittal. Please be sure to check your e-mail often for updates. If you do not have an e-mail account on file, Human Resources will send you correspondences via US Mail. TYPICAL DUTIES * Assists with the preparation of claims packages; completes claims forms and documents for submission to the Veterans Administration for a wide range of veteran and survivor benefits; advises claimants of required supporting documentation; insures documentation is included in claim package when possible. * Assists clients in securing evidence to complete claim package, including legal documents, medical records, service records and other documentation which supports entitlement to benefits. * Provides information regarding benefits available to veterans and/or their dependents, including conditions of entitlement; advises clients about and explains vocational, educational, financial, and medical rights and benefits; provides information regarding community resources. * Assists with verifying entitlement to benefits for non-veteran administration programs; invites claim action as appropriate; coordinates with other County agencies. * Assists with outreach; may address groups regarding functions and responsibilities of the office; may make visits to homes, hospitals or other sites as required. * May maintain liaison with veterans' organizations and community organizations. * Prepares and maintains reports and correspondence. MINIMUM QUALIFICATIONS Education: Completion of 60 semester (or 90 quarter) units from an accredited college or university with course work in military science, business or public administration, psychology, health science, social science or a related field. Experience: Either 1) one year of clerical or administrative support experience in a county veterans' service office, a veterans' service contact office, or a Veterans' Administration regional office; OR 2) one year of technical administrative experience in government, military, or in fields similar to health care or social services, disability insurance claims, or social security that included interviewing or obtaining information from clients to determine their eligibility for services or program benefits, as well as researching and explaining policies, laws, and/or regulations; OR 3) lived experience applying for a variety of veteran-specific benefits as a veteran or active duty service member with relevant experience and knowledge of military/Veterans Administration. Substitution: Additional qualifying experience may be substituted for the required education on a year-for-year basis where one year of experience is considered equivalent to 30 semester (or 45 quarter) college units. Special Requirements: Must complete a course of instruction in Veterans Benefits as prescribed by Title 38, Code of Federal Regulations 14.629 AND become accredited by the California Department of Veterans Affairs as a Service Organization Representative within one year of appointment. Failure to obtain and maintain accreditation may result in release of employment. License: Possession of a valid California driver's license. KNOWLEDGE Basic veterans' benefit programs and obligations; basic interviewing and public relations techniques; methods of data collection and evaluation; basic principles of human behavior; basic methods and techniques of maintaining records and filing systems; modern office automation technology and standard computer software programs. ABILITY Read, understand, and apply laws and regulations pertaining to veterans' rights, benefits and obligations; elicit information from veterans and their family members; collect, interpret, analyze, and assemble data from various sources into a claim; communicate effectively, both orally and in writing; establish and maintain effective working relationships with others; operate computers and related software and apply computer applications to departmental functions; make daily travel throughout San Joaquin County; make daily travel throughout San Joaquin County; prepare and give public presentations; prepare reports and correspondence; maintain records. PHYSICAL/MENTAL REQUIREMENTS Mobility-operation of a data entry device; repetitive motion; sitting, standing, walking for extended periods of time; driving; occasional pushing, pulling, bending, squatting; Lifting-frequently 5 pounds or less; occasionally 5 to 30 pounds; Visual-constant good overall vision and reading/close-up work; read computer screens; frequent color perception and use of eye/hand coordination; occasional use of depth perception and peripheral vision; Dexterity-reaching; grasping; repetitive motion; writing; Hearing/Talking-frequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychological-frequent decision making, concentration, and public contact; public speaking; deal with emergency situations; Special Requirements-some assignments may require working weekends/nights; working alone; Environmental-occasional exposure to varied weather conditions. San Joaquin County complies with the Americans with Disabilities Act and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions. Equal Opportunity Employer San Joaquin County is an Equal Employment Opportunity (EEO) Employer and is committed to providing equal employment to all without regard to age, ancestry, color, creed, marital status, medical condition, national origin, physical or mental disability, political affiliation or belief, pregnancy, race, religion, sex, or sexual orientation. For more information go to Equal Employment Opportunity Division (sjgov.org). Accommodations for those covered by the Americans with Disabilities Act (ADA): San Joaquin County complies with the Americans with Disabilities Act and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions. BENEFITS Employees hired into this classification are members of a bargaining unit which is represented by SEIU Local 1021. Health Insurance: San Joaquin County provides employees with a choice of three health plans: a Kaiser Plan, a Select Plan, and a Premier Plan. Employees pay a portion of the cost of the premium. Dependent coverage is also available. Dental Insurance: The County provides employees with a choice of two dental plans: Delta Dental and United Health Care-Select Managed Care Direct Compensation Plan. There is no cost for employee only coverage in either plan; dependent coverage is available at the employee's expense. Vision Insurance: The County provides vision coverage through Vision Service Plan (VSP). There is no cost for employee only coverage; dependent coverage is available at the employee's expense. For more detailed information on the County's benefits program, visit our website at ************* under Human Resources/Employee Benefits. Life Insurance: The County provides eligible employees with life insurance coverage as follows: 1 but less than 3 years of continuous service: $1,000 3 but less than 5 years of continuous service: $3,000 5 but less than 10 years of continuous service: $5,000 10 years of continuous service or more: $10,000 Employee may purchase additional term life insurance at the group rate. 125 Flexible Benefits Plan: This is a voluntary program that allows employees to use pre-tax dollars to pay for health-related expenses that are not paid by a medical, dental or vision plan (Health Flexible Spending Account $2550 annual limit with a $500 carry over); and dependent care costs (Dependent Care Assistance Plan $5000 annual limit). Retirement Plan: Employees of the County are covered by the County Retirement Law of 1937. Please visit the San Joaquin County Employees' Retirement Association (SJCERA) at ************** for more information. NOTE: If you are receiving a retirement allowance from another California county covered by the County Employees' Retirement Act of 1937 or from any governmental agency covered by the California Public Employees' Retirement System (PERS), you are advised to contact the Retirement Officer of the Retirement Plan from which you retired to determine what effect employment in San Joaquin County would have on your retirement allowance. Deferred Compensation: The County maintains a deferred compensation plan under Section 457 of the IRS code. You may annually contribute $22,500 or 100% of your includible compensation, whichever is less. Individuals age 50 or older may contribute to their plan, up to $30,000. The Roth IRA (after tax) is also now available. Vacation: Maximum earned vacation is 10 days each year up to 3 years; 15 days after 3 years; 20 days after 10 years; and 23 days after 20 years. Holidays: Effective July 1, 2017, all civil service status employees earn 14 paid holidays each year. Please see the appopriate MOU for details regarding holidays, accruals, use, and cashability of accrued time. Sick Leave: 12 working days of sick leave annually with unlimited accumulation. Sick leave incentive: An employee is eligible to receive eight hours administrative leave if the leave balance equals at least one- half of the cumulative amount that the employee is eligible to accrue. The employee must also be on payroll during the entire calendar year. Bereavement Leave: 3 days of paid leave for the death of qualifying family member, 2 additional days of accrued leave for death of employee's spouse, domestic partner, parent or child. Merit Salary Increase: New employees will receive the starting salary, which is the first step of the salary range. After employees serve 52 weeks (2080 hours) on each step of the range, they are eligible for a merit increase to the next step. Job Sharing: Employees may agree to job-share a position, subject to approval by a Department Head and the Director of Human Resources. Educational Reimbursement Program: Eligible employees may be reimbursed for career-related course work up to a maximum of $850 per fiscal year. Eligible employees enrolled in an approved four (4) year College or University academic program may be reimbursed up to $800 per semester for a maximum of $1600 per fiscal year. Parking Supplemental Downtown Stockton: The County contributes up to $20 per pay period for employees who pay for parking and are assigned to work in the Downtown Core Area. School Activities: Employees may take up to 40 hours per year, but not more than eight (8) hours per month, to participate in their children's school activities. Selection Plan Applicants who meet the minimum qualifications will go through the following examination process: * Written Exam: The civil service written exam is a multiple choice format. If the written exam is administered alone, it will be 100% of the overall score. Candidates must achieve a minimum rating of 70% in order to be placed on the eligible list. * Oral Exam: The oral exam is a structured interview process that will assess the candidate's education, training, and experience and may include a practical exercise. The oral exam selection process is not a hiring interview. A panel of up to four people will determine the candidate's score and rank for placement on the eligible list. Top candidates from the eligible list are referred for hiring interviews. If the oral exam is administered alone, it will be 100% of the overall score. Candidates must achieve a minimum rating of 70% in order to be placed on the eligible list. * Written & Oral Exam: If both a written exam and an oral exam is administered, the written exam is weighted at 60% and the oral exam is weighted at 40% unless otherwise indicated on the announcement. Candidates must achieve a minimum rating of 70% on each examination in order to be placed on the eligible list. * Rate-out: A rate-out is an examination that involves a paper rating of the candidate's application using the following criteria: education, training, and experience. Candidates will not be scheduled for the rate-out process. Note: The rating of 70 referred to may be the same or other than an arithmetic 70% of the total possible points. Testing Accommodation: Candidates who require testing accommodation under the Americans with Disabilities Act (ADA) must call Human Resources Division at ************** prior to the examination date. Veteran's Points: Eligible veterans, unmarried widows and widowers of veterans of the United States Armed Forces who have been honorably discharged and who have served during wartime shall be given veteran's points in initial appointment to County service. Eligible veterans receive 5 points and eligible disabled veterans receive 10 points. Disabled veterans must submit a recent award letter stating a 10% service connected disability issued by the United States Veterans Administration. Note: A copy of your DD214 showing the discharge type must be received in the Human Resources by the date of the examination. Acceptable wartime service dates: * September 16, 1940 to December 31, 1946 * June 27, 1950 to January 31, 1955 * August 5, 1964 to May 7, 1975 * Persian Gulf War, August 2, 1990, through a date to be set by law or Presidential Proclamation. Eligible Lists: Candidates who pass the examination will be placed on an eligible list for that classification. Eligible lists are effective for nine months, but may be extended by the Human Resources Director for a period which shall not exceed a total of three years from the date established. Certification/Referral: Names from the eligible list will be referred to the hiring department by the following methods. * Rule of the Rank: The top rank or ranks of eligibles will be referred for hiring interviews. The minimum number of names to be referred will be equal to the number of positions plus nine, or 10% of the eligible list, whichever is higher. When filling nine or more positions in a department at the same time, the top rank or ranks will be referred and the minimum number of names shall be two times the number of positions to be filled or 10% of the eligible list, whichever is higher. This applies only to open competitive recruitments. * Rule of Five: The top five names will be referred for hiring interviews. This applies only to department or countywide promotional examination. * Rule of the List: For classifications designated by the Director of Human Resources, the entire eligible list will be referred to the department. Physical Exam: Some classifications require physical examinations. Final appointment cannot be made until the eligible has passed the physical examination. The County pays for physical examinations administered in its medical facilities. Pre-Employment Drug Screening Exam: Some classifications require a new employee successfully pass a pre-employment drug screen as a condition of employment. Final appointment cannot be made until the eligible has passed the drug screen. The County pays for the initial drug screen. Employment of Relatives: Applicants who are relatives of employees in a department within the 3rd degree of relationship, (parent, child, grand parent, grand child or sibling) either by blood or marriage, may not be appointed, promoted, transferred into or within the department when; * They are related to the Appointing Authority or * The employment would result in one of them supervising the work of the other. Department Head may establish additional limitations on the hiring of relatives by departmental rule. Proof of Eligibility: If you are offered a job you will be required to provide proof of U.S. citizenship or other documents that establish your eligibility to be employed in the U.S. HOW TO APPLY Apply Online: *************/department/hr By mail or in person: San Joaquin County Human Resources 44 N. San Joaquin Street Suite 330 Stockton, CA 95202 Office hours: Monday - Friday 8:00 am to 5:00 pm; excluding holidays. Phone: ************** Job Line: For current employment opportunities please call our 24-hour job line at **************. When a final filing date is indicated, applications must be filed with the Human Resources Division before 5:00 p.m. or postmarked by the final filing date. Resumes will not be accepted in lieu of an application. Applications sent through county inter-office mail, which are not received by the final filing date, will not be accepted. (The County assumes no responsibility for mailed applications which are not received by the Human Resources Division). San Joaquin County Substance Abuse Policy: San Joaquin County has adopted a Substance Abuse Policy in compliance with the Federal Drug Free Workplace Act of 1988. This policy is enforced by all San Joaquin County Departments and applies to all San Joaquin County employees. Equal Opportunity Employer: San Joaquin County is an Equal Employment Opportunity (EEO) Employer and is committed to providing equal employment to all without regard to age, ancestry, color, creed, marital status, medical condition, national origin, physical or mental disability, political affiliation or belief, pregnancy, race, religion, sex, or sexual orientation. For more information go to *************/department/hr/eeo. Click on a link below to apply for this position:
    $22.5k yearly 13d ago
  • Veterans Service Representative I

    Sjgov

    Member service representative job in Stockton, CA

    Introduction This examination is being given to fill 1 vacancy in the Veteran's Service Office department and to establish an eligible list to fill future vacancies. Resumes will not be accepted in lieu of an application. A completed application must be postmarked or received online by the final filing deadline. Pre-Employment Drug Screening and Background: Potential new hires into this classification are required to successfully pass a pre-employment drug screen and a background investigation as a condition of employment. Final appointment cannot be made unless the eligible has passed the drug screen and successfully completed the background process. The County pays for the initial drug screen. Veterans Service Rep I by Employment Services Team NOTE: All correspondences relating to this recruitment will be delivered via e-mail. The e-mail account used will be the one provided on your employment application during time of submittal. Please be sure to check your e-mail often for updates. If you do not have an e-mail account on file, Human Resources will send you correspondences via US Mail. TYPICAL DUTIES Assists with the preparation of claims packages; completes claims forms and documents for submission to the Veterans Administration for a wide range of veteran and survivor benefits; advises claimants of required supporting documentation; insures documentation is included in claim package when possible. Assists clients in securing evidence to complete claim package, including legal documents, medical records, service records and other documentation which supports entitlement to benefits. Provides information regarding benefits available to veterans and/or their dependents, including conditions of entitlement; advises clients about and explains vocational, educational, financial, and medical rights and benefits; provides information regarding community resources. Assists with verifying entitlement to benefits for non-veteran administration programs; invites claim action as appropriate; coordinates with other County agencies. Assists with outreach; may address groups regarding functions and responsibilities of the office; may make visits to homes, hospitals or other sites as required. May maintain liaison with veterans' organizations and community organizations. Prepares and maintains reports and correspondence. MINIMUM QUALIFICATIONS Education: Completion of 60 semester (or 90 quarter) units from an accredited college or university with course work in military science, business or public administration, psychology, health science, social science or a related field. Experience: Either 1) one year of clerical or administrative support experience in a county veterans' service office, a veterans' service contact office, or a Veterans' Administration regional office; OR 2) one year of technical administrative experience in government, military, or in fields similar to health care or social services, disability insurance claims, or social security that included interviewing or obtaining information from clients to determine their eligibility for services or program benefits, as well as researching and explaining policies, laws, and/or regulations; OR 3) lived experience applying for a variety of veteran-specific benefits as a veteran or active duty service member with relevant experience and knowledge of military/Veterans Administration. Substitution: Additional qualifying experience may be substituted for the required education on a year-for-year basis where one year of experience is considered equivalent to 30 semester (or 45 quarter) college units. Special Requirements: Must complete a course of instruction in Veterans Benefits as prescribed by Title 38, Code of Federal Regulations 14.629 AND become accredited by the California Department of Veterans Affairs as a Service Organization Representative within one year of appointment. Failure to obtain and maintain accreditation may result in release of employment. License: Possession of a valid California driver's license. KNOWLEDGE Basic veterans' benefit programs and obligations; basic interviewing and public relations techniques; methods of data collection and evaluation; basic principles of human behavior; basic methods and techniques of maintaining records and filing systems; modern office automation technology and standard computer software programs. ABILITY Read, understand, and apply laws and regulations pertaining to veterans' rights, benefits and obligations; elicit information from veterans and their family members; collect, interpret, analyze, and assemble data from various sources into a claim; communicate effectively, both orally and in writing; establish and maintain effective working relationships with others; operate computers and related software and apply computer applications to departmental functions; make daily travel throughout San Joaquin County; make daily travel throughout San Joaquin County; prepare and give public presentations; prepare reports and correspondence; maintain records. PHYSICAL/MENTAL REQUIREMENTS Mobility-operation of a data entry device; repetitive motion; sitting, standing, walking for extended periods of time; driving; occasional pushing, pulling, bending, squatting; Lifting-frequently 5 pounds or less; occasionally 5 to 30 pounds; Visual-constant good overall vision and reading/close-up work; read computer screens; frequent color perception and use of eye/hand coordination; occasional use of depth perception and peripheral vision; Dexterity-reaching; grasping; repetitive motion; writing; Hearing/Talking-frequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychological-frequent decision making, concentration, and public contact; public speaking; deal with emergency situations; Special Requirements-some assignments may require working weekends/nights; working alone; Environmental-occasional exposure to varied weather conditions. San Joaquin County complies with the Americans with Disabilities Act and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions. Equal Opportunity Employer San Joaquin County is an Equal Employment Opportunity (EEO) Employer and is committed to providing equal employment to all without regard to age, ancestry, color, creed, marital status, medical condition, national origin, physical or mental disability, political affiliation or belief, pregnancy, race, religion, sex, or sexual orientation. For more information go to Equal Employment Opportunity Division (sjgov.org). Accommodations for those covered by the Americans with Disabilities Act (ADA): San Joaquin County complies with the Americans with Disabilities Act and, upon request, will consider reasonable accommodations to enable individuals with disabilities to perform essential job functions. BENEFITS Employees hired into this classification are members of a bargaining unit which is represented by SEIU Local 1021. Health Insurance: San Joaquin County provides employees with a choice of three health plans: a Kaiser Plan, a Select Plan, and a Premier Plan. Employees pay a portion of the cost of the premium. Dependent coverage is also available. Dental Insurance: The County provides employees with a choice of two dental plans: Delta Dental and United Health Care-Select Managed Care Direct Compensation Plan. There is no cost for employee only coverage in either plan; dependent coverage is available at the employee's expense. Vision Insurance: The County provides vision coverage through Vision Service Plan (VSP). There is no cost for employee only coverage; dependent coverage is available at the employee's expense. For more detailed information on the County's benefits program, visit our website at ************* under Human Resources/Employee Benefits. Life Insurance: The County provides eligible employees with life insurance coverage as follows: 1 but less than 3 years of continuous service: $1,000 3 but less than 5 years of continuous service: $3,000 5 but less than 10 years of continuous service: $5,000 10 years of continuous service or more: $10,000 Employee may purchase additional term life insurance at the group rate. 125 Flexible Benefits Plan: This is a voluntary program that allows employees to use pre-tax dollars to pay for health-related expenses that are not paid by a medical, dental or vision plan (Health Flexible Spending Account $2550 annual limit with a $500 carry over); and dependent care costs (Dependent Care Assistance Plan $5000 annual limit). Retirement Plan: Employees of the County are covered by the County Retirement Law of 1937. Please visit the San Joaquin County Employees' Retirement Association (SJCERA) at ************** for more information. NOTE: If you are receiving a retirement allowance from another California county covered by the County Employees' Retirement Act of 1937 or from any governmental agency covered by the California Public Employees' Retirement System (PERS), you are advised to contact the Retirement Officer of the Retirement Plan from which you retired to determine what effect employment in San Joaquin County would have on your retirement allowance. Deferred Compensation: The County maintains a deferred compensation plan under Section 457 of the IRS code. You may annually contribute $22,500 or 100% of your includible compensation, whichever is less. Individuals age 50 or older may contribute to their plan, up to $30,000. The Roth IRA (after tax) is also now available. Vacation: Maximum earned vacation is 10 days each year up to 3 years; 15 days after 3 years; 20 days after 10 years; and 23 days after 20 years. Holidays: Effective July 1, 2017, all civil service status employees earn 14 paid holidays each year. Please see the appopriate MOU for details regarding holidays, accruals, use, and cashability of accrued time. Sick Leave: 12 working days of sick leave annually with unlimited accumulation. Sick leave incentive : An employee is eligible to receive eight hours administrative leave if the leave balance equals at least one- half of the cumulative amount that the employee is eligible to accrue. The employee must also be on payroll during the entire calendar year. Bereavement Leave: 3 days of paid leave for the death of qualifying family member, 2 additional days of accrued leave for death of employee's spouse, domestic partner, parent or child. Merit Salary Increase: New employees will receive the starting salary, which is the first step of the salary range. After employees serve 52 weeks (2080 hours) on each step of the range, they are eligible for a merit increase to the next step. Job Sharing: Employees may agree to job-share a position, subject to approval by a Department Head and the Director of Human Resources. Educational Reimbursement Program: Eligible employees may be reimbursed for career-related course work up to a maximum of $850 per fiscal year. Eligible employees enrolled in an approved four (4) year College or University academic program may be reimbursed up to $800 per semester for a maximum of $1600 per fiscal year. Parking Supplemental Downtown Stockton: The County contributes up to $20 per pay period for employees who pay for parking and are assigned to work in the Downtown Core Area. School Activities: Employees may take up to 40 hours per year, but not more than eight (8) hours per month, to participate in their children's school activities. Selection Plan Applicants who meet the minimum qualifications will go through the following examination process: Written Exam: The civil service written exam is a multiple choice format. If the written exam is administered alone, it will be 100% of the overall score. Candidates must achieve a minimum rating of 70% in order to be placed on the eligible list. Oral Exam: The oral exam is a structured interview process that will assess the candidate's education, training, and experience and may include a practical exercise. The oral exam selection process is not a hiring interview. A panel of up to four people will determine the candidate's score and rank for placement on the eligible list. Top candidates from the eligible list are referred for hiring interviews. If the oral exam is administered alone, it will be 100% of the overall score. Candidates must achieve a minimum rating of 70% in order to be placed on the eligible list. Written & Oral Exam: If both a written exam and an oral exam is administered, the written exam is weighted at 60% and the oral exam is weighted at 40% unless otherwise indicated on the announcement. Candidates must achieve a minimum rating of 70% on each examination in order to be placed on the eligible list. Rate-out: A rate-out is an examination that involves a paper rating of the candidate's application using the following criteria: education, training, and experience. Candidates will not be scheduled for the rate-out process. Note: The rating of 70 referred to may be the same or other than an arithmetic 70% of the total possible points. Testing Accommodation: Candidates who require testing accommodation under the Americans with Disabilities Act (ADA) must call Human Resources Division at ************** prior to the examination date. Veteran's Points: Eligible veterans, unmarried widows and widowers of veterans of the United States Armed Forces who have been honorably discharged and who have served during wartime shall be given veteran's points in initial appointment to County service. Eligible veterans receive 5 points and eligible disabled veterans receive 10 points. Disabled veterans must submit a recent award letter stating a 10% service connected disability issued by the United States Veterans Administration. Note: A copy of your DD214 showing the discharge type must be received in the Human Resources by the date of the examination. Acceptable wartime service dates: September 16, 1940 to December 31, 1946 June 27, 1950 to January 31, 1955 August 5, 1964 to May 7, 1975 Persian Gulf War, August 2, 1990, through a date to be set by law or Presidential Proclamation. Eligible Lists: Candidates who pass the examination will be placed on an eligible list for that classification. Eligible lists are effective for nine months, but may be extended by the Human Resources Director for a period which shall not exceed a total of three years from the date established. Certification/Referral: Names from the eligible list will be referred to the hiring department by the following methods. Rule of the Rank: The top rank or ranks of eligibles will be referred for hiring interviews. The minimum number of names to be referred will be equal to the number of positions plus nine, or 10% of the eligible list, whichever is higher. When filling nine or more positions in a department at the same time, the top rank or ranks will be referred and the minimum number of names shall be two times the number of positions to be filled or 10% of the eligible list, whichever is higher. This applies only to open competitive recruitments. Rule of Five: The top five names will be referred for hiring interviews. This applies only to department or countywide promotional examination. Rule of the List: For classifications designated by the Director of Human Resources, the entire eligible list will be referred to the department. Physical Exam: Some classifications require physical examinations. Final appointment cannot be made until the eligible has passed the physical examination. The County pays for physical examinations administered in its medical facilities. Pre-Employment Drug Screening Exam: Some classifications require a new employee successfully pass a pre-employment drug screen as a condition of employment. Final appointment cannot be made until the eligible has passed the drug screen. The County pays for the initial drug screen. Employment of Relatives: Applicants who are relatives of employees in a department within the 3rd degree of relationship, (parent, child, grand parent, grand child or sibling) either by blood or marriage, may not be appointed, promoted, transferred into or within the department when; They are related to the Appointing Authority or The employment would result in one of them supervising the work of the other. Department Head may establish additional limitations on the hiring of relatives by departmental rule. Proof of Eligibility: If you are offered a job you will be required to provide proof of U.S. citizenship or other documents that establish your eligibility to be employed in the U.S. HOW TO APPLY Apply Online: *************/department/hr By mail or in person: San Joaquin County Human Resources 44 N. San Joaquin Street Suite 330 Stockton, CA 95202 Office hours: Monday - Friday 8:00 am to 5:00 pm; excluding holidays. Phone: ************** Job Line: For current employment opportunities please call our 24-hour job line at **************. When a final filing date is indicated, applications must be filed with the Human Resources Division before 5:00 p.m. or postmarked by the final filing date. Resumes will not be accepted in lieu of an application. Applications sent through county inter-office mail, which are not received by the final filing date, will not be accepted. (The County assumes no responsibility for mailed applications which are not received by the Human Resources Division). San Joaquin County Substance Abuse Policy: San Joaquin County has adopted a Substance Abuse Policy in compliance with the Federal Drug Free Workplace Act of 1988. This policy is enforced by all San Joaquin County Departments and applies to all San Joaquin County employees. Equal Opportunity Employer: San Joaquin County is an Equal Employment Opportunity (EEO) Employer and is committed to providing equal employment to all without regard to age, ancestry, color, creed, marital status, medical condition, national origin, physical or mental disability, political affiliation or belief, pregnancy, race, religion, sex, or sexual orientation. For more information go to *************/department/hr/eeo.
    $22.5k yearly 13d ago
  • Part-Time Member Experiene Rep I (San Joaquin County)

    Valley Strong Credit Union

    Member service representative job in Stockton, CA

    Job Description OUR CORE VALUES Valley Strong Credit Union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. POSITION SUMMARY Provides exceptional Member experience throughout our communities. The ideal candidate provides detailed information and promotes credit union products and services to build relationships. Processes monetary transactions within assigned limits, maintains accurate records and balances each day's transactions in accordance with established policies and procedures. Proactively engages with Members to identify products and services designed to assist them in achieving their financial goals. Answers questions and directs Members to appropriate department for specialized services. Team Members are empowered to make the Member experience effortless and seamless. Creates an environment of trust by “doing what's right.” ESSENTIAL DUTIES Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer. Provides services to Member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance. Knowledgeable in all tools, products, and services to provide answers and assistance to Members' questions or concerns. Utilizes basic sales techniques to deepen existing Member relationships, often while processing transactions. Maintains responsibility for all cash controls and follows proper balancing procedures. Identifies Members' needs, cross-sells and refers Members to appropriate business partners. Recommends alternative channels such as online, mobile, and digital solutions. Identifies and reports fraudulent activity to prevent potential loss to credit union. Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc. Checks acceptance approval within assigned limits. Ensures confidentiality of all Member and credit union information. Efficiently and accurately processes all Member transactions on multiple systems. Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance. Understands the role in sales growth and meets branch-assigned and individual goals. Performs other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); related experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. REASONING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER SKILLS AND ABILITIES Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.
    $33k-46k yearly est. 14d ago
  • New Accounts Representative- Manteca, CA

    Oak Valley Community Bank 4.2company rating

    Member service representative job in Manteca, CA

    Job Description New Accounts Representative Department: Retail Banking Group Reports To: Customer Service Manager FLSA Status: Non-Exempt Pay Scale Disclosure Salary Range: $19.71 - $26.44 per hour (good-faith estimate upon hire) Additional Compensation: Employees may be considered for annual performance-based salary increases; eligibility and amount are determined by individual performance and business needs. Total Compensation Includes base salary, quarterly incentives, and comprehensive benefits: Health, dental, and vision insurance 401(k) with employer match Paid vacation, sick leave, and holidays Life and disability coverage [Other benefits, e.g., tuition reimbursement, wellness programs] Compliance Statement This position complies with the California Equal Pay Act and SB 642 requirements. Compensation decisions are based on experience, skills, and business needs, without regard to sex, gender identity, gender expression, race, or any other protected characteristic. Join Our Team as New Accounts Representative! Are you ready to embark on a rewarding journey in banking? As a New Accounts Representative, you'll play a pivotal role in our branch, ensuring seamless account management and exceptional customer service. Position Highlights: Account Expertise: You'll handle the opening, maintenance, and closure of various account types. From savings and checking accounts to Individual Retirement Accounts (IRAs) and Certificates of Deposit (CDs), you'll be the go-to person for our customers. Customer Relations: Building strong relationships is your forte. You'll engage with customers, explain financial services, and guide them through the account setup process. Sales Enthusiast: Cross-selling our bank's products and services will be second nature to you. Plus, you'll manage safe deposit boxes, ensuring our clients' valuables are secure. Detail-Oriented: Accuracy matters. You'll meticulously record account information, address customer inquiries, and rectify any errors. Compliance Champion: Navigating regulatory requirements is part of your skill set. You'll obtain necessary clearances and adhere to established procedures. Essential Duties: Disclosure Distribution: Before opening an account, you'll provide customers with all necessary disclosures. Customer Interviews: You'll interview customers, explaining available financial services and tailoring solutions to their needs. Efficient Follow-Up: By tracking personal information, you'll build lasting relationships and follow up promptly. Accurate Data Entry: Account details obtained from customers will be accurately entered into our systems. Referrals and Clearances: When customers seek additional services, you'll refer them to the right staff and obtain necessary clearances. Check Orders and Safe Deposit Vaults: Managing check orders and admitting customers to safe deposit vaults will be part of your routine. Uncollected Funds: You'll place new account uncollected funds on hold and notify customers. Teller Transactions: Fulfilling Customer Service Representative duties, including processing teller transactions, will be part of your role. Cash Handling: Verifying signatures and ensuring authentication measures are met when cashing checks or disbursing funds. Equal Employment Opportunity (EEO) Policy: We value diversity and inclusivity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Join our team and make a difference!
    $19.7-26.4 hourly 8d ago
  • Virtual Customer Service Professional( work frrom home)

    Re-Krut Services

    Member service representative job in Westley, CA

    Virtual Customer Service Professional (virtual) - . The hourly pay rate is $9.00 - $14.00 per hour depending on experience and the company that you are assigned to. Must work minimum 25 hours per week, full time hours available. • Excellent listening skills, strong English communication skills (verbal and written) • Answer general customer inquiries. • Resolve concerns or complaints related to your client. • Communicate client policies. • No Cold Calling, No Telemarketing, inbound calls only. Qualifications Must be 18+ to apply • High school diploma or equivalency • Secondary education and/or some college is preferred • Able to perform basic math skills • You'll make your own schedules • Must be able to pass a background check • Minimum 3+ months of customer service , retail, or sales experience preferred • Ability to multitask and prioritize in a fast-paced environment. • A background check is required. (client may ask for drug test) • Comfortable with basic Computer skills including email and documents. • Would like to work PT or FT as a 1099 contractor from home. • A Quiet home office place to work. No ambient sounds such as pets or children while working. • Able to be in training consecutively up to a maximum of 4 hours in the evening or morning for up to a total of 10 weeks. Technical Requirements: • Computer (PC, or Mac) • Windows Vista is not accepted at this time • Computer USB Headset, Microphone or PC speakers • High speed Internet access provided by a cable or DSL provider • Satellite broadband does not meet our requirements • Use of wireless and Wi-Fi "air cards" is prohibited • A dedicated, hard wired phone with no features. • A noise canceling phone headset. • A computer with the basic following specs: o Minimum Hardware: 2 Gigabytes (GB) - 80 GB IDE - Single Core 1.4 GHz - 48 x CD ROM Drive - 32 Bit Sound Card -speakers Minimum OS: Windows XP Service Pack 3, Windows 7 32 bit and 64 bit, and MAC OS 10
    $9-14 hourly 16h ago
  • Operational Branch Services Officer

    Westamerica Bancorporation 3.6company rating

    Member service representative job in Los Banos, CA

    Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 Essential Functions: Customer Service * Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) * Adhere to QIS standards minimum 95%. * Actively contributes to team success through clear, effective communication with Co-workers. * Make outbound service or sales calls via telephone and written correspondence as directed by CSM. Sales Support * Meets goal of $110/FTE per month on average. * Assist CSM with internal sales activity for new product and service referrals. * Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. * Cross sell appropriate products and services to clients and prospects. * Contributes to Key Initiatives. Decision Making and Accountability * Exercise sound judgment to protect Bank assets and control losses. * Assist CSM with Audit readiness of branch. * Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. * Coach / train staff. * Meet attendance guidelines. * Respond well to constructive feedback and work to correct any noted concerns. * Support CSM with teller line coverage and schedules. * Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security * Adhere to Control Consciousness policies and procedures. * Follow branch security procedures in opening, closing, and branch operations. Transaction Accuracy * Meet established standards for accuracy and compliance with policies and procedures. * Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits Compliance Responsibilities * Complete regulatory tutorials to ensure understanding of compliance standards & expectations. * Answer regulatory questions correctly during Audit/Branch Review. Promotional Guidelines: BSO's are eligible for promotion based upon the following minimum criteria: * Must be in current position for six months. * Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria. * Must not have been on counseling for same six-month period. * Performance appraisal does not contain a "below expectation" and/or "needs improvement" in any rated category. * CSM may require additional training/classes based upon specific branch need. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. Equipment Used To Perform Functions: 10-key machine, Microsoft based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. Decision Making: (Give examples of decisions and recommendations made by incumbent) * Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. * Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. Supervisory Responsibility: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- Financial Impact: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: * Accurately count and dispense funds to customer. * Recognize opportunities to cross-sell products. * Respond positively to challenging customers. * Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $19.21
    $41k-56k yearly est. 60d+ ago
  • Operational Branch Services Officer

    Westamerica Bank 3.6company rating

    Member service representative job in Los Banos, CA

    Full-time Description Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 Essential Functions: Customer Service Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) Adhere to QIS standards minimum 95%. Actively contributes to team success through clear, effective communication with Co-workers. Make outbound service or sales calls via telephone and written correspondence as directed by CSM. Sales Support Meets goal of $110/FTE per month on average. Assist CSM with internal sales activity for new product and service referrals. Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. Cross sell appropriate products and services to clients and prospects. Contributes to Key Initiatives. Decision Making and Accountability Exercise sound judgment to protect Bank assets and control losses. Assist CSM with Audit readiness of branch. Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. Coach / train staff. Meet attendance guidelines. Respond well to constructive feedback and work to correct any noted concerns. Support CSM with teller line coverage and schedules. Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security Adhere to Control Consciousness policies and procedures. Follow branch security procedures in opening, closing, and branch operations. Transaction Accuracy Meet established standards for accuracy and compliance with policies and procedures. Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits Compliance Responsibilities Complete regulatory tutorials to ensure understanding of compliance standards & expectations. Answer regulatory questions correctly during Audit/Branch Review. Promotional Guidelines: BSO's are eligible for promotion based upon the following minimum criteria: Must be in current position for six months. Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria. Must not have been on counseling for same six-month period. Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category. CSM may require additional training/classes based upon specific branch need. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. Equipment Used To Perform Functions: 10-key machine, Microsoft based computers, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. Decision Making: (Give examples of decisions and recommendations made by incumbent) Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. Supervisory Responsibility: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- Financial Impact: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: Accurately count and dispense funds to customer. Recognize opportunities to cross-sell products. Respond positively to challenging customers. Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.50 - $19.21
    $41k-56k yearly est. 60d+ ago

Learn more about member service representative jobs

How much does a member service representative earn in Turlock, CA?

The average member service representative in Turlock, CA earns between $28,000 and $53,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.

Average member service representative salary in Turlock, CA

$39,000

What are the biggest employers of Member Service Representatives in Turlock, CA?

The biggest employers of Member Service Representatives in Turlock, CA are:
  1. Planet Fitness
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